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Knowing where to look for deductions and credits, and keeping good records, are key to potentially lowering taxes.
Make sure you aren't overlooking some strategies and potential tax benefits.
Create a strategy to help manage, defer, and reduce taxes.
Financial planning can help you achieve your goals—and feel better too.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
Past performance is no guarantee of future results.
Investing involves risk, including risk of loss.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917